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There is a long list of 68 institutional holders of TDV within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of TDV by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TDV table below,
the initial column indicates the name of each top institutional holder of TDV, with a link to that fund's top holdings. The next columns
indicate the amount of TDV stock held by each of the institutional holders of TDV, followed by the TDV position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Orion Portfolio Solutions LLC | 420,067 | $28,422 | 12/31/2023 | TDV | 420,067 | $28,422 | 12/31/2023 | Wells Fargo & Company MN | 306,731 | $21,342 | 12/31/2023 | TDV | 306,731 | $21,342 | 12/31/2023 | Commonwealth Equity Services LLC | 162,098 | $11,279 | 12/31/2023 | TDV | 162,098 | $11,279 | 12/31/2023 | Morgan Stanley | 155,091 | $10,791 | 12/31/2023 | TDV | 155,091 | $10,791 | 12/31/2023 | Royal Bank of Canada | 148,249 | $10,315 | 12/31/2023 | TDV | 148,249 | $10,315 | 12/31/2023 | Bank of America Corp DE | 117,422 | $8,170 | 12/31/2023 | TDV | 117,422 | $8,170 | 12/31/2023 | Avantax Advisory Services Inc. | 116,977 | $8,139 | 12/31/2023 | TDV | 116,977 | $8,139 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 96,682 | $6,960 | 03/31/2024 | TDV | 96,682 | $6,960 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 96,468 | $6,945 | 03/31/2024 | TDV | 96,468 | $6,945 | 03/31/2024 | LPL Financial LLC | 87,737 | $6,105 | 12/31/2023 | TDV | 87,737 | $6,105 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 87,000 | $6,053 | 12/31/2023 | TDV | 87,000 | $6,053 | 12/31/2023 | Advisor Group Holdings Inc. | 75,292 | $5,245 | 12/31/2023 | TDV | 75,292 | $5,245 | 12/31/2023 | WealthPlan Investment Management LLC | 73,917 | $5,143 | 12/31/2023 | TDV | 73,917 | $5,143 | 12/31/2023 | WealthPLAN Partners LLC | 58,776 | $4,090 | 12/31/2023 | TDV | 58,776 | $4,090 | 12/31/2023 | Raymond James & Associates | 46,122 | $3,320 | 03/31/2024 | TDV | 46,122 | $3,320 | 03/31/2024 | Great Valley Advisor Group Inc. | 43,325 | $3,015 | 12/31/2023 | TDV | 43,325 | $3,015 | 12/31/2023 | Toth Financial Advisory Corp | 37,203 | $2,678 | 03/31/2024 | TDV | 37,203 | $2,678 | 03/31/2024 | Mendel Capital Management LLC | 34,409 | $2,394 | 12/31/2023 | TDV | 34,409 | $2,394 | 12/31/2023 | Liberty One Investment Management LLC | 34,301 | $2,387 | 12/31/2023 | TDV | 34,301 | $2,387 | 12/31/2023 | AMJ Financial Wealth Management | 25,776 | $1,793 | 12/31/2023 | TDV | 25,776 | $1,793 | 12/31/2023 | Cetera Advisor Networks LLC | 18,496 | $1,287 | 12/31/2023 | TDV | 18,496 | $1,287 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 15,926 | $1,147 | 03/31/2024 | TDV | 15,926 | $1,147 | 03/31/2024 | Wiley BROS. Aintree Capital LLC | 15,087 | $1,086 | 03/31/2024 | TDV | 15,087 | $1,086 | 03/31/2024 | Prosperity Financial Group Inc. | 13,480 | $938 | 12/31/2023 | TDV | 13,480 | $938 | 12/31/2023 | Pensionmark Financial Group LLC | 12,530 | $872 | 12/31/2023 | TDV | 12,530 | $872 | 12/31/2023 | Janney Montgomery Scott LLC | 11,848 | $824 | 12/31/2023 | TDV | 11,848 | $824 | 12/31/2023 | Private Advisor Group LLC | 11,504 | $800 | 12/31/2023 | TDV | 11,504 | $800 | 12/31/2023 | Geneos Wealth Management Inc. | 10,940 | $761 | 12/31/2023 | TDV | 10,940 | $761 | 12/31/2023 | CFS Investment Advisory Services LLC | 10,080 | $701 | 12/31/2023 | TDV | 10,080 | $701 | 12/31/2023 | Goldman Sachs Group Inc. | 9,901 | $689 | 12/31/2023 | TDV | 9,901 | $689 | 12/31/2023 | Personal CFO Solutions LLC | 9,768 | $680 | 12/31/2023 | TDV | 9,768 | $680 | 12/31/2023 | Truist Financial Corp | 9,633 | $670 | 12/31/2023 | TDV | 9,633 | $670 | 12/31/2023 | ORG Partners LLC | 9,092 | $633 | 12/31/2023 | TDV | 9,092 | $633 | 12/31/2023 | MWA Asset Management | 8,679 | $604 | 12/31/2023 | TDV | 8,679 | $604 | 12/31/2023 | Narwhal Capital Management | 8,496 | $591 | 12/31/2023 | TDV | 8,496 | $591 | 12/31/2023 | Coston McIsaac & Partners | 8,096 | $582 | 03/31/2024 | TDV | 8,096 | $582 | 03/31/2024 | Birchcreek Wealth Management LLC | 7,280 | $507 | 12/31/2023 | TDV | 7,280 | $507 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 7,268 | $506 | 12/31/2023 | TDV | 7,268 | $506 | 12/31/2023 | JPMorgan Chase & Co. | 7,014 | $488 | 12/31/2023 | TDV | 7,014 | $488 | 12/31/2023 | Citadel Advisors LLC | 6,813 | $474 | 12/31/2023 | TDV | 6,813 | $474 | 12/31/2023 | GWM Advisors LLC | 6,422 | $447 | 12/31/2023 | TDV | 6,422 | $447 | 12/31/2023 | Apollon Financial LLC | 5,294 | $368 | 12/31/2023 | TDV | 5,294 | $368 | 12/31/2023 | Magnolia Capital Management Ltd. | 4,990 | $359 | 03/31/2024 | TDV | 4,990 | $359 | 03/31/2024 | J.W. Cole Advisors Inc. | 5,112 | $356 | 12/31/2023 | TDV | 5,112 | $356 | 12/31/2023 | Golden State Equity Partners | 5,000 | $348 | 12/31/2023 | TDV | 5,000 | $348 | 12/31/2023 | Envestnet Asset Management Inc. | 4,611 | $321 | 12/31/2023 | TDV | 4,611 | $321 | 12/31/2023 | Integrated Wealth Concepts LLC | 3,712 | $258 | 12/31/2023 | TDV | 3,712 | $258 | 12/31/2023 | Buckingham Strategic Wealth LLC | 3,666 | $255 | 12/31/2023 | TDV | 3,666 | $255 | 12/31/2023 | STA Wealth Management LLC | 3,625 | $252 | 12/31/2023 | TDV | 3,625 | $252 | 12/31/2023 | Dearborn Partners LLC | 3,223 | $224 | 12/31/2023 | TDV | 3,223 | $224 | 12/31/2023 |
See All: Funds Holding TDV
See Details: Top 10 Hedge Funds Holding TDV
Also See: TDV Holdings Changes
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